{"id":62973,"date":"2025-10-07T06:58:50","date_gmt":"2025-10-07T06:58:50","guid":{"rendered":"https:\/\/releases.mscrm-addons.com\/?post_type=manual_documentation&#038;p=62973"},"modified":"2025-10-07T06:58:51","modified_gmt":"2025-10-07T06:58:51","slug":"template-designer-office-add-in-1-0","status":"publish","type":"manual_documentation","link":"https:\/\/releases.mscrm-addons.com\/index.php\/release\/template-designer-office-add-in-1-0\/","title":{"rendered":"Template Designer &#8211; Office Add-In 1.0"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\"><strong>New Features<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Quick Save: <\/strong>A \u201cQuick Save\u201d option has been added.\u00a0 Now, when saving an existing template using the \u201cSave Template\u201d button, the user is prompted directly to overwrite the template.\u00a0 This option can be disabled under <strong>Settings -> Application.<\/strong><\/li>\n\n\n\n<li><strong>DocuSign:<\/strong> DocuSign now supports additional file uploads<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>General Updates\/Improvements<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Save Template:<\/strong><ul><li>In the \u201cTemplate name\u201d textbox, placeholder text has been added to instruct the user to provide a name for the template.<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li>When saving an existing template, the \u201cSave Template\u201d window will jump to and highlight the template in the list.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Updated all &#8220;Getting Started&#8221; links.<\/li>\n\n\n\n<li>A message now appears when attempting to connect using the Web Add-In when the classic Template Designer is also installed.<\/li>\n\n\n\n<li>A message now appears when attempting to insert a field into a protected document.<\/li>\n\n\n\n<li>Included additional JSON properties<\/li>\n\n\n\n<li>Included some performance improvements<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Bug Fixes<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Relationship Designer:<\/strong><ul><li>Fixed an issue where selecting the root node would cause the tab to switch to \u201cFavorites.\u201d<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li>Fixed an issue where MN relationships were not shown in the tree view when editing a relation<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Pattern Designer:<\/strong><ul><li>Fixed an issue where removing a field from a pattern caused a validation error.<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li>Fixed an issue where switching between fields would not update the Pattern Designer in the Field Properties task pane.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Date fields:<\/strong> Fixed some operator validation issues<\/li>\n\n\n\n<li><strong>Connection:<\/strong>\n<ul class=\"wp-block-list\">\n<li>Fixed an issue where the \u201cChange Connection\u201d button would not work in certain circumstances.<\/li>\n\n\n\n<li>Fixed an issue where an error would sometimes occur when clicking \u201cSelect User.\u201d<\/li>\n\n\n\n<li>Fixed an issue where, after attempting to connect to an environment, the task pane would open the DCP Config page with an error.<\/li>\n\n\n\n<li>Fixed an issue where the window will hang after attempting to connect.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Fixed an issue where the user could connect to an environment while their service was not running, leading to issues when saving templates.<\/li>\n\n\n\n<li>Fixed an issue where icons in the DocumentsCorePack ribbon were not loading or were loading incorrectly.<\/li>\n\n\n\n<li>Fixed an issue where opening the Open Templates dialog caused an error.<\/li>\n\n\n\n<li>Fixed an issue where, if no connection was established and the user opens the Template Designer, the login page would open instead.<\/li>\n\n\n\n<li>Fixed an issue where users could not connect to an environment if their privileges were set on a Team level<\/li>\n\n\n\n<li>Fixed some task pane errors<\/li>\n\n\n\n<li>Previously, when attempting to open a dialog in the DocumentsCorePack ribbon while not connected to an environment, the dialog would not be reopened after a connection has been established.\u00a0 This behavior has been fixed.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p><em>Released: 03.10.2025<\/em><\/p>\n","protected":false},"author":7,"featured_media":0,"parent":0,"menu_order":0,"template":"","manualdocumentationcategory":[13],"manual_doc_tag":[],"class_list":["post-62973","manual_documentation","type-manual_documentation","status-publish","hentry","manualdocumentationcategory-web-add-in"],"_links":{"self":[{"href":"https:\/\/releases.mscrm-addons.com\/index.php\/wp-json\/wp\/v2\/manual_documentation\/62973","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/releases.mscrm-addons.com\/index.php\/wp-json\/wp\/v2\/manual_documentation"}],"about":[{"href":"https:\/\/releases.mscrm-addons.com\/index.php\/wp-json\/wp\/v2\/types\/manual_documentation"}],"author":[{"embeddable":true,"href":"https:\/\/releases.mscrm-addons.com\/index.php\/wp-json\/wp\/v2\/users\/7"}],"version-history":[{"count":2,"href":"https:\/\/releases.mscrm-addons.com\/index.php\/wp-json\/wp\/v2\/manual_documentation\/62973\/revisions"}],"predecessor-version":[{"id":62975,"href":"https:\/\/releases.mscrm-addons.com\/index.php\/wp-json\/wp\/v2\/manual_documentation\/62973\/revisions\/62975"}],"wp:attachment":[{"href":"https:\/\/releases.mscrm-addons.com\/index.php\/wp-json\/wp\/v2\/media?parent=62973"}],"wp:term":[{"taxonomy":"manualdocumentationcategory","embeddable":true,"href":"https:\/\/releases.mscrm-addons.com\/index.php\/wp-json\/wp\/v2\/manualdocumentationcategory?post=62973"},{"taxonomy":"manual_doc_tag","embeddable":true,"href":"https:\/\/releases.mscrm-addons.com\/index.php\/wp-json\/wp\/v2\/manual_doc_tag?post=62973"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}